Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CMS ENERGY CORPCMS · Entity 3244 | Senior Vice President | January 29, 2026 | February 02, 2026 |
| CONSUMERS ENERGY COCMS.B · Entity 8805 | Senior Vice President | September 29, 2025 | October 03, 2025 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CMS ENERGY CORP
Report date January 29, 2026 · Filed February 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,757 |
Reported balance
After 2026-01-29 transaction · row 1
1 source rowRow 1 · 2026-01-29 · Grant · Acquired 7,757 · Balance 7,757 F1: Restricted Stock granted by CMS Energy Corporation ("CMS") pursuant to CMS' Performance Incentive Stock Plan and subject to a three-year "cliff" vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted Stock granted by CMS Energy Corporation ("CMS") pursuant to CMS' Performance Incentive Stock Plan and subject to a three-year "cliff" vesting schedule.
CONSUMERS ENERGY CO
Report date September 29, 2025 · Filed October 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $4.50 Preferred StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2025-09-29 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 29, 2026 Filed Feb 2, 2026 19:37 UTC | CMS ENERGY CORP CMS · Entity 3244 | GrantCommon Stock | 7,757 | $0.00 | $0.00 |
DisclosureSEC source: 0002086968-26-000002 · wk-form4_1770061018.xml · nonDerivative · entry 1 Thomas Shannon · CIK 0002086968 · Senior Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,757 F1 · shares: Restricted Stock granted by CMS Energy Corporation ("CMS") pursuant to CMS' Performance Incentive Stock Plan and subject to a three-year "cliff" vesting schedule. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.